Files & Data Connectors Flashcards
.twb
Workbooks
Does not include data
.tbm
bookmarks
.twbx
Packaged Workbooks
includes data
.hyper
Extract
New version
What makes .hyper better than .tde?
- Extraction is faster
- extract size is bigger (can contain billions of rows of data)
T/F
.tde and .hyper can include calculated fields or changes to default properties you assigned
False, they cannot include these things
What Tableau version started using .hyper?
Tableau 10.5
.tde
Extract
Old versions
.tds
Data Source
shortcuts for quickly connecting to the original data that you use often
Don’t contain the actual data but rather the info necessary to connect to the actual data as well as any modifications you’ve made on top of the actual data
Includes:
1.** Info necessary to connect to the actual data**: (E.g. database server address, port, location of local files, tables)
2. Modifications made: e.g. groups sets, calculated fields, bins, default properties
.tdsx
Packaged Data Source
Includes all that’s in .tds + any local file data such as extract files (.hyper), text files, Excel files, Access files, and local cube files
Used to create a single file to share with others who may not have access to the original data stored locally on your computer
.tps
Preferences
.tms
Tableau Map Source
What are the 4 Data Connector Options?
i.e. the “Connect” Panel
Search for Data - Tableau Server
File (Excel, PDF, etc.)
Server (MySQL, Oracle, Miscosoft SQL Server, ect.)
Saved Data Sources (Datasources you’ve named and saved)
(examples not necessary. There is another question for this)
Give an examples for each Data Connector Option (under the ‘Connect’ Panel):
Search for Data
File
Server
Saved Data Sources
Search for Data (Tableau Server)
File (Excel, PDF, etc.)
Server (MySQL, Oracle, Miscosoft SQL Server, ect.)
Saved Data Sources (Datasources you’ve named and saved)
(Note that free version is more limited)
You want to start an analysis in Tableau. You only have a datasource. How do you start?
Open the datasource with the “Connect” panel
How do you connect to data from an internal Tableau Server?
“Connect” panel > Under “Search for Data”, click “Tableau Server”
How do you connect to data from Tableau Public Online?
“Connect” panel > Under “Search for Data”, click “Tableau Server”
How do you connect to a file?
“Connect” panel > Under “To a File”, click relevant file type
How do you connect to data from MySQL?
“Connect” panel > Under “To a Server”, click “My SQL”
How do you connect to “Sample - Superstore” datasource that you previously saved in Tableau?
“Connect” panel > Under “Saved Data Sources”, click “Sample - Superstore”
T/F
A .tds file can include tables, locations of local files, database server address
True
These are examples of info necessary to connect to the actual data
T/F
Saving .tds files is available in Tableau Public.
False
Tableau supports connecting to a wide variety of data, stored in a variety of places. An analyst is needing to pull data from a popular database environment, such as MySQL Server or Oracle.
Under what section of Tableau’s Connect page will they find the connector they need?
* File
* Server
* Saved data source
* Tableau Server
Server
T/F
.tds files include meta-data
True
Meta-data is information about the data
T/F
.tds files include data
False
T/F
.tds files can include a copy of the data extract
False
Put these filters in the right order of operation:
Extract Filter
Data source filter
Dimension filter
Measure filters
Table calculations filter
Context filter
Extract Filter
Data source filter
Context filter
Dimension filter
Measure filters
Table calculations filter
_ files save the processes behind any changes applied to an initial data source
.tds & .tdsx
Changes to default formatting and the formulas used to build calculated fields can be saves using _ files.
.tds & .tdsx
_ files hold only the logic applied to a data source, not the data itself.
.tds & .twb
What files include information about how any views (worksheets, dashboards etc) were constructed in Tableau as well as fields such as parameters and aliases?
.twd & .twbx
What is the catchall file type for any Tableau work, allowing you to pick up where you left off after opening them in Tableau Desktop.
T/F
.tde files automatically upgrade to .hyper files
True
To save information on how to connect to the data source, use _ files
.tds & tdsx
To save modifications done to the data (e.g. calculated fields and groups), use _ files
.tds & tdsx
If you want to save a dashboard or a story, use _ files
.twb & .twbx
NOT .tds & tdsx
To save parameters and aliases, use _ files.
.twb. & .twbs
(Also .tds. & .tdsx.)
https://www.learntableaupublic.com/tds-file-in-tableau/
To save calculated fields, use _ files
.tds & tdsx
or
.twb & .twbx
To save groups, use _ files
.tds & tdsx
or
.twb & .twbx
What is the difference bt .tds & tdsx files
and .twb & .twbx files
.twb’s also include information about how any views (worksheets, dashboards etc) were constructed in Tableau
both hold the logic applied to a data source
_ files contain contain meta data relating to what you have created in Tableau
.tds & tdsx
or
.twb & .twbx
_ contains the connection info and other related info for your data source
.tds & tdsx
or
.twb & .twbx
Extracts work faster than using .twbx and .tdsx files bc _
extracts leverage Hyper (Tableau’s database engine)
T/F
Extracts allow you to save the data pre work you’ve don to enrich and extend the original dataset (such as how you’ve combined multiple datasets with joins, unions, and relationships)
True
T/F
Extracts allow you to save how you’ve combined multiple datasets with joins, unions, and relationships
True
T/F
Extracts allow you to save how you’ve changed a field from a measure to a dimension
True
How to switch from a Live connection to an Extract
- From DataSource Tab
- See “Connection” with Live and Extract options at the upper right hand corner
- Click “Extract” and select the file
Where to find the date/time of the last refresh of extract
- From DataSource Tab
- See “Connection” with Live and Extract options at the upper right hand corner
- See info below “Extract”
How to refresh extract
- From DataSource Tab
- See “Connection” with Live and Extract options at the upper right hand corner
- See”Refresh” to the right
_ files only saves a local copy of the dataset
Extract
aka:
.tde & .hyper
You are working on Tableau Desktop and your data source comes from Tableau Server. You wan to to work offline. What do you do?
Download a copy of the data source
- Data Menu (The top tab)
- Select data source
- Select “Create Local Copy”
You can find “Save As Local Copy” in what tab?
Data Menu
You can find most save options (e.g. Save, Save to Tableau Public…, Save As…, Save to Tableau Public As…) in what tab?
File Menu
